Private Banking Relationship Manager

Stock Yards Bank & Trust • Evansville, IN

1d • Onsite

About The Position

Manages full client relationships, providing financial services for specific or special banking needs, and develops new business. This role involves providing extensive personalized service to customers with specific or special banking needs and developing and expanding a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs-based manner. The position requires meeting or exceeding goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share. It also involves executing a proactive prospecting and sales plan to increase SYB’s market share within the affluent customer segment, managing the quality of a specific portfolio by following lending procedures and policies, complying with all applicable laws and regulations, performing adequate credit analysis, and maintaining proper credit files. The role includes evaluating loan requests and approving credits within approved authority, and submitting credit requests above authorized limits to the Division Manager. Additionally, the role supports the Bank's commitment to community involvement by serving on external charitable Board of Directors and attending functions.

Requirements

• BS/BA in business, finance or related field and/or related experience in lieu of degree
• Minimum of 2 years lending experience
• Proven ability to give exceptional customer service
• Proven business development experience
• Self-starter
• Excellent written and verbal communication skills
• Professional appearance and demeanor

Responsibilities

• Provide extensive personalized service to customers with specific or special banking needs
• Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
• Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
• Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB’s market share within the affluent customer segment
• Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
• Evaluate loan requests and approve credits within approved authority
• Submit credit requests above authorized limits to Division Manager
• Support Bank’s commitment to community involvement by serving on external charitable Board of Directors and by attending functions
• Perform other duties as assigned

Benefits

• 401(K) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer/Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Flexible Savings Accounts
• Health Savings Accounts
• Bank paid Life/AD&D insurance
• Voluntary Life/AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree